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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,277 | $58,258-44.6% | $81,820-60.6% | $80,925-60.1% |
| Participation rate | 37.9% | 63.5%-25.5pp | 72.4%-34.5pp | 67.7%-29.7pp |
| Annual return | 15.73% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $938 | $2,345-60.0% | $2,915-67.8% | $2,756-66.0% |
| Participant deferral / active EE | $2,060 | $3,284-37.3% | $4,323-52.3% | $4,299-52.1% |
| Admin fee / account holder | $482 | $4,976-90.3% | $7,391-93.5% | $6,940-93.1% |